InsuredMine | Optimize and Grow Your Insurance Agency

custom form

Templates in Form Builder

In this article, you will learn: Steps to View Template Contact Us Form Template You can use a ready-made form template to create a form

How to Share Form template?

In this article, you will learn: Previously shared feature in forms Now you can share the form templates from the form list only. Navigate to forms

How to edit form template

Now you can edit the form templates from the form list only. Navigate to forms Click on the form list Click on the 3 dot icon

How to Create Custom Form?

In this article, you will learn: Steps to build a form: Creating forms has been made easier! Now you can customize the form in few

Web form for Website (Quotesheet)

In this article, you will learn: Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below. To automatically add